Our Process

Your Plan... and Your Life First ®

At Hymers Wealth Management Group of RBC Dominion Securities, we believe that real wealth means having the freedom to live life to the fullest. To this end, we've developed Life First ®, our proven wealth management strategy designed to empower you and help you achieve goals far beyond your finances.

Life First ® is a six-step process that takes the complexity and guesswork out of financial planning and breaks every aspect down into easy-to-understand components.

Establish a Strong Foundation – develop a working relationship with us—a wealth management team you can trust and partner with over a lifetime.

Discover your Ideals – Shape a vision for your future and work with us to pinpoint and identify milestones, Creating short and long-term goals will help you achieve your life’s dreams.

Bringing in Our Experts – Our experts cover specialties including law, taxation and offshore planning. Their complimentary expertise is available to all clients who meet or exceed established thresholds. This dynamic team will help execute and quarterback all facets of your financial planning needs.

Executing the Plan – A custom-designed portfolio based on your guidelines and our experts’ input will magnify and protect your wealth well beyond retirement and ensure assets are maximized for your children and grandchildren.